Lead by Masalledesport.com
Integrate your AI SmartTalk chatbot with Lead by Masalledesport.com CRM to seamlessly manage and interact with your leads. Follow these steps to set up the integration.
Prerequisites​
Before you begin, ensure you have the following:
- An active AI SmartTalk account.
- An active Lead by Masalledesport.com CRM account.
- Your Club ID and API Key from Lead by Masalledesport.com.
Step-by-Step Instructions​
Step 1: Access the Configuration Interface​
- Log into your AI SmartTalk account.
- Navigate to the Integration section in the back office.
- Select the Lead by Masalledesport.com integration option.
Step 2: Enter Integration Details​
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You will need to enter two crucial pieces of information to configure the integration:
- Club ID 🔑
- API Key 🔒
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These details can be found in your Lead by Masalledesport.com CRM account. Locate your Club ID and API Key from the CRM settings.
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Enter the Club ID and API Key in the corresponding fields on the AI SmartTalk integration configuration page.
Step 3: Validate and Save​
- After entering the required details, click on the Validate button to check the connection.
- Once validated, click Save to apply the configuration.
Step 4: Test the Integration​
- To ensure the integration is successful, navigate to the test section within the AI SmartTalk back office.
- Send a test lead to your CRM to verify that the data is correctly passed through the integration.
Step 5: Manage Integration​
- If you need to update the integration details or disconnect it, return to the integration configuration page.
- You will find options to update the Club ID and API Key or to disconnect the integration entirely.
Features Added by Integration​
After the installation, the following features will be added to your AI SmartTalk chatbot:
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New Actions in Smartflows:
- You can now ask for "trial requests" for booking sports activities.
- Save and retrieve information directly from the Lead by Masalledesport.com CRM.
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Automated Lead Management:
- Every new lead captured by the chatbot will be automatically saved in your connected Lead by Masalledesport.com account.
Common Issues​
Validation Fails​
- Ensure that the Club ID and API Key are entered correctly.
- Verify that your Lead by Masalledesport.com CRM account is active and the provided API Key has the necessary permissions.
Data Not Syncing​
- Check that the integration has been saved and validated correctly.
- Ensure that the lead data being sent matches the required format specified by Lead by Masalledesport.com CRM.
Additional Resources​
By following these steps, you can successfully integrate your AI SmartTalk chatbot with Lead by Masalledesport.com CRM, enhancing your lead management capabilities.